Hi, sorry for the delayed reply. I hope you have found your answer already. But in case you haven't I will answer your question. There is an option to split into items & quantities (click on 'optional details' in bottom left of screen when entering in receipts). This will then allow you to enter in individual items and change GST on each separate line if required.
Hi Matt, I've just double checked the app again as this video was created a couple of years ago now. And yes, it still appears to be manual entry. If you are after something that picks up the information automatically. I would recommend using HubDoc. It has the features to do this and then pushes straight through to xero if setup correctly. Of course, it is not totally fail proof and it's a good idea to double check the information it codes for you. I have created a video on hubdoc (using on PC) and how it does this if you want to check it out. The App works very similarly. ua-cam.com/video/IiDePY16nzg/v-deo.html
Hi, thanks for reaching out with your question. You certainly can. You will just need to make sure you have an account set up that is called Capital Contributed (when you contribute funds into your business), some businesses may also have it different where it is set up as a loan account or even called something totally different, maybe just check with your accountant of bookkeeper. You will also need to make sure the enable payments is ticked in the account settings (chart of accounts). When you click the + symbol you want to click add bill rather than add receipt. Take a photo and enter in everything as normal, but then you can mark the bill as paid from capital contributed. You may need to do this from the computer rather than the app I'm not 100% sure. Another option is to pay yourself back the exact amount from the business bank account to yourself and then just enter everything as normal by adding receipt etc and treating that money out to yourself as if you were paying the actual supplier. I hope that makes sense?
Thanks for the tutorial
No problem!
how do I add a receipt where some items on it have GST. eg, woolworths receipt?
Hi, sorry for the delayed reply. I hope you have found your answer already. But in case you haven't I will answer your question.
There is an option to split into items & quantities (click on 'optional details' in bottom left of screen when entering in receipts). This will then allow you to enter in individual items and change GST on each separate line if required.
wow completely manual entry no smart recognition in Xero?
Hi Matt, I've just double checked the app again as this video was created a couple of years ago now. And yes, it still appears to be manual entry. If you are after something that picks up the information automatically. I would recommend using HubDoc. It has the features to do this and then pushes straight through to xero if setup correctly. Of course, it is not totally fail proof and it's a good idea to double check the information it codes for you. I have created a video on hubdoc (using on PC) and how it does this if you want to check it out. The App works very similarly. ua-cam.com/video/IiDePY16nzg/v-deo.html
@@AvodaBusinessAdvisory thanks ill check it out if its free
@@fishey1 Sure is 🙂
What if it was from our personal account ? Can we still upload it
Hi, thanks for reaching out with your question. You certainly can. You will just need to make sure you have an account set up that is called Capital Contributed (when you contribute funds into your business), some businesses may also have it different where it is set up as a loan account or even called something totally different, maybe just check with your accountant of bookkeeper. You will also need to make sure the enable payments is ticked in the account settings (chart of accounts).
When you click the + symbol you want to click add bill rather than add receipt. Take a photo and enter in everything as normal, but then you can mark the bill as paid from capital contributed. You may need to do this from the computer rather than the app I'm not 100% sure. Another option is to pay yourself back the exact amount from the business bank account to yourself and then just enter everything as normal by adding receipt etc and treating that money out to yourself as if you were paying the actual supplier. I hope that makes sense?
That's way to slow and manual